Legacy Financial Partners
This number may include years as a financial advisor, and/or experience as a registered representative.
Areas of focus
- Retirement Planning Strategies
- Tax Planning Strategies
- Investment Management
- Saving for Education
- Social Security Retirement Benefits
- Estate Planning Strategies
- Christian Financial Strategies
APMA™ Accredited Portfolio Management Advisor™
CRPC™ Chartered Retirement Planning Counselor™
Series 6 -Investment Company Products/Variable Contracts Representative Exam
Series 7 -General Securities Representative Examination
Series 26 -Investment Company Products/Variable Contracts Principal Examination
Series 63 -Uniform Securities Agent State Law Examination
Series 66 -Uniform Combined State Law Examination
Life, Accident and Health
Awards & recognition
- Legacy Financial Partners, Ameriprise Client Experience Award, 2021
- Legacy Financial Partners, Legacy Financial Partners, Barron's Top 100 Private Wealth Management Teams, 2021-2022
- Legacy Financial Partners, Prairie Business 50 Best Places to Work , 2021
- I enjoy spending time with four amazing grandchildren! Nobody could have told me how wonderful grandchildren truly are. It gives me a chance to be silly. We only have one rule - what goes on at the farm stays at the farm.
- Living on an acreage, we have 60 head of purebred Normandes. I get complete enjoyment and satisfaction in running a Bobcat, fixing fence, and doing the feeding whenever necessary. The spring is an especially fun time when all those little babies are being born.
- I look forward to the fall as it is a perfect time to do a little trail riding with my horse, Bear. He is a pleasingly plump quarter horse with a little sass.